Pocketbook Agency · 2 hours ago
Financial Controller
Pocketbook Agency is a boutique talent management company seeking a Financial Controller to oversee all day-to-day accounting, cash management, and financial reporting. The role involves providing strategic financial insight to the CEO while maintaining strong financial controls in a lean environment.
Responsibilities
Manage the full general ledger, including posting and reviewing journal entries and maintaining the chart of accounts
Prepare monthly financial statements (P&L, balance sheet, cash flow) and management reports for the CEO
Maintain accurate records for all talent/artist‑related income and expenses, including commissions, recoupable costs, and reimbursable expenses
Oversee revenue recognition and ensure proper tracking of retainers, advances, and backend/participation income
Support year‑end close and preparation for external tax filings
Monitor daily cash balances and prepare short‑term cash‑flow forecasts
Own A/P and A/R: process and code vendor invoices, talent expenses, and corporate bills; issue client/talent invoices and track collections
Coordinate and execute outgoing payments, including commissions, royalties, subcontractors, and reimbursements, ensuring timely and accurate disbursements
Reconcile bank and credit card accounts regularly
Set up and maintain deal tracking for clients (commission rates, minimum guarantees, bonuses, residuals, and other participation economics)
Track and reconcile statements from agencies, studios, labels, brands, and platforms; flag discrepancies and assist with follow‑ups
Provide clear deal‑level P&L and historical earnings summaries to the CEO to support negotiations and strategic decisions
Design and maintain basic internal controls suitable for a small company (segregation of duties, payment approvals, documentation standards)
Develop and update accounting policies for expense classification, reimbursements, T&E, advances, and petty cash
Own the accounting system (e.g., QuickBooks, Xero), including system configuration, integrations (bank feeds, payroll, expense tools), and data integrity
Prepare annual budgets and rolling forecasts in collaboration with the CEO
Monitor actuals vs. budget and provide simple variance explanations and recommendations
Build and maintain basic KPIs (e.g., revenue and gross margin by client, concentration metrics, overhead ratios, cash runway)
Coordinate with external CPA on income tax, sales/use tax (if applicable), 1099s, and other compliance filings
Maintain organized support for all filings, including contracts, statements, and backup schedules
Support any insurance audits (e.g., workers’ comp) and respond to ad‑hoc financial information requests
Oversee payroll processing (either directly or via a provider) and ensure accurate classification of employees vs. contractors
Administer employee reimbursements, basic benefits data to brokers/payroll, and assist with onboarding/offboarding from a finance perspective
Partner with the CEO on ad‑hoc operational projects (e.g., evaluating new software tools, negotiating vendor terms)
Qualification
Required
Bachelor's degree in accounting, finance, or related field
5+ years of progressive accounting/controllership experience; small business or entertainment/talent/agency background strongly preferred
Strong understanding of GAAP and small‑business accounting best practices
Hands‑on experience with cloud accounting software (e.g., QuickBooks Online, Xero) and Excel/Sheets
Demonstrated ability to design and maintain lightweight but effective internal controls in a lean environment
Comfortable working independently, prioritizing multiple responsibilities, and communicating clearly with non‑finance colleagues
Detail‑oriented, highly organized, and reliable with a high-level of discretion
Comfortable “rolling up sleeves” and working at both strategic and transactional levels
Strong discretion and integrity in handling sensitive financial and client information
Proactive, solutions‑oriented mindset with an interest in the entertainment/talent management space
Benefits
PTO
REMOTE OK
Company
Pocketbook Agency
Proudly recognized by Forbes as one of America’s Best Professional Recruiting Firms in both 2024 and 2025, and honored on Inc.
Funding
Current Stage
Early StageRecent News
2025-11-05
Company data provided by crunchbase